+92.1%
ROIV vs PHM
+14.7%
+77.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +4.3% |
| 7D | +13.3% | +3.5% | +9.8% | +12.7% |
| 30D | +14.8% | +21.2% | -6.4% | +11.8% |
| 3M | +11.9% | +2.5% | +9.4% | +12.1% |
| 6M | +42.4% | +16.1% | +26.3% | +36.6% |
| YTD | +87.4% | +16.6% | +70.8% | +79.3% |
| All | +92.1% | +14.7% | +77.4% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PHM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling